Generating a Certified Payroll Report in Payroll Relief

Overview

This article explains how to generate a Certified Payroll Report in Payroll Relief. Use this guidance to confirm that Certified Payroll is supported, complete the required setup, and locate the Certified Payroll option during payroll allocation. Following these steps ensures the report populates correctly and can be uploaded back into the system for review.

Before You Begin

Before generating a Certified Payroll Report, confirm the following prerequisites are in place:

  • The client is set up with a weekly payroll schedule.
  • The appropriate jobs and classification codes have been added under the Employer section.
  • The regular rate of pay is configured correctly so it flows properly to the Certified Payroll Report.

How to Generate a Certified Payroll Report

Once the prerequisites above are met and the weekly payroll has been approved, follow these steps:

  1. Navigate to Payroll Processing > Allocate Check.
  2. On the Allocate Check screen, locate the drop-down menu that displays departments.
  3. From the drop-down menu, select Certified Payroll. (If you do not see Certified Payroll at first, open the department drop-down on the allocate screen — the Certified Payroll option is listed there.)
  4. Select the Excel file to download.
  5. Open the downloaded file and verify the information. Update hours, jobs, and classification codes if they did not populate automatically.
  6. Save the file, then upload it back into the system.
  7. After the upload is complete, the Certified Payroll Report number will appear highlighted at the bottom of the screen.
  8. Select the report number to review the Certified Payroll Report.

Tips for a Successful Certified Payroll Submission

  • Ensure all jobs and classification codes are added under the Employer section before approving payroll, so the data flows into the report automatically.
  • Confirm the regular rate of pay matches the requirements for each classification.
  • If fields do not auto-populate in the Excel file, complete them manually before uploading.
  • Always wait until the weekly payroll is approved before beginning the Certified Payroll process.

Key Takeaways

  • Payroll Relief supports Certified Payroll for clients on a weekly payroll schedule.
  • Jobs, classification codes, and the regular rate of pay must be set up correctly before generating the report.
  • The Certified Payroll option is found in the department drop-down on the Allocate Check screen, accessed through Payroll Processing > Allocate Check.
  • The process involves downloading an Excel file, completing any missing information, and uploading it back into the system.
  • The completed Certified Payroll Report can be reviewed by selecting the highlighted report number at the bottom of the screen.